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MFS Massachusetts Inv Gr Stk 529A (EISTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.81-0.02 (-0.06%)
At close: 07:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-18.94%
5-year average return14.95%
Number of years up17
Number of years down2
Best 1-yr total return (19 May 2022)40.34%
Worst 1-yr total return (19 May 2022)N/A
Best 3-yr total return40.34%
Worst 3-yr total return-0.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEISTXCategory
YTD-18.94%12.38%
1-month-11.05%5.09%
3-month-10.03%10.28%
1-year-6.33%41.70%
3-year13.95%22.56%
5-year14.95%21.98%
10-year14.56%15.99%
Last bull market37.59%25.99%
Last bear market-18.11%-17.29%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD10
1-month8
3-month20
1-year9
3-year27
5-year17

Load adjusted returns

1-year-7.96%
3-year12.21%
5-year15.05%
10-year13.62%